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Sunday, December 6, 2009, 4:32AM ET - U.S. Markets Closed. Dow Up 0.22% Nasdaq Up 0.98%
Marshall Short-Intermediate Bond Inv (MAIBX)On Dec 4: 9.31  Down 0.03 (0.32%)  
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Risk  As of 31-Oct-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:High
Number of Years Up:4
Number of Years Down:1
Best 1 Yr Total Return (2007):4.61%
Worst 1 Yr Total Return (2008):-12.67%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticMAIBXCategory
Alpha (against Standard Index)-0.73-0.26
Beta (against Standard Index)1.030.38
Mean Annual Return5.300.30
R-squared (against Standard Index)1832.40
Standard Deviation9.863.42
Sharpe Ratio0.33N/A
Treynor Ratio2.79N/A
5 Years
StatisticMAIBXCategory
Alpha (against Standard Index)-0.30-0.58
Beta (against Standard Index)0.930.40
Mean Annual Return4.350.27
R-squared (against Standard Index)1936.30
Standard Deviation7.682.80
Sharpe Ratio0.20N/A
Treynor Ratio1.43N/A
10 Years
StatisticMAIBXCategory
Alpha (against Standard Index)-0.42-0.21
Beta (against Standard Index)0.840.44
Mean Annual Return5.200.35
R-squared (against Standard Index)2945.80
Standard Deviation5.852.67
Sharpe Ratio0.39N/A
Treynor Ratio2.67N/A

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